IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Overview Fund Activity
Delisted

IBDO was delisted on the 15th of December, 2023.

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230 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
43
Increased
91
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$28.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$18.2M
3
NA
NewEdge Advisors
Louisiana
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.5M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$180M
2
CAI
Capital Advisors Inc
Oklahoma
-$38M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$21.9M
4
SWP
Stratos Wealth Partners
Ohio
-$17.1M
5
SG
Strid Group
Pennsylvania
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
126
Wells Financial Advisors
Massachusetts
$817K – – –
MA
127
MONECO Advisors
Connecticut
$802K +$266K +10,620 +50%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$793K +$5.02K +200 +0.6%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$785K +$785K +31,277 New
AAS
130
Avantax Advisory Services
Texas
$784K +$784K +31,231 New
COCM
131
Charter Oak Capital Management
New Hampshire
$778K -$594K -23,678 -43%
FNBOSM
132
First National Bank of South Miami
Florida
$765K – – –
AIA
133
Arcadia Investment Advisors
Idaho
$756K -$155K -6,166 -17%
SI
134
Stephens Inc
Arkansas
$749K – – –
William Blair & Company
135
William Blair & Company
Illinois
$747K +$3.89K +155 +0.5%
CA
136
CGN Advisors
Kansas
$705K +$39.6K +1,577 +6%
SPC
137
Sigma Planning Corp
Michigan
$665K +$665K +26,504 New
BSAM
138
Blue Square Asset Management
New York
$639K +$639K +25,453 New
FIB
139
First Interstate Bank
Montana
$638K +$638K +25,444 New
ATPW
140
Ashton Thomas Private Wealth
Arizona
$625K +$625K +24,903 New
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$619K -$2.68K -107 -0.4%
BMM
142
Buffington Mohr McNeal
Idaho
$602K +$165K +6,559 +38%
JAG
143
Journey Advisory Group
Kentucky
$602K +$256K +10,200 +74%
NB
144
Northwest Bancshares
Pennsylvania
$584K -$27.2K -1,082 -4%
ST
145
Spinnaker Trust
Maine
$580K -$64.9K -2,584 -10%
KFAA
146
Klaas Financial Asset Advisors
Illinois
$575K -$104K -4,158 -15%
CIA
147
Covington Investment Advisors
Pennsylvania
$558K – – –
BEI
148
Benjamin Edwards Inc
Missouri
$544K +$65.5K +2,612 +14%
DZ Bank
149
DZ Bank
Germany
$542K – – –
E
150
ETFidea
New York
$507K +$12.9K +515 +3%
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6
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